HubSpot Deal To Google Sheet

[Michael Zhang]

I am using 2 APPs:

1. HubSpot
2. Google Sheet

In the HubSpot, my sales team members are to create Deals. Each Deals are having multiple Stages such as Stage 1, Stage 2, Stage 3, Stage 4 etc.

What I want as:
Step 1 : When A New Deal will get create, then It should get store into my google Sheet as new row.
Step 2 : When A Deal Stage get update for the Deal which is already into my google Sheet from Step 1, then it should update the Row Data but not add the new row.


Please tell me as how to build this.

 

[Himesh]

Hello @Michael Zhang You need to create 2 workflows for this
in 1st workflow :- you need "create lead" from Hubspot trigger and send that data to google sheet.
In 2nd workflow:- You need "Update lead" from Hubspot trigger and you need to fetch the data from google sheet which you need to update. and save it back to the google sheet.
Please find below videos for reference.

for add data into google sheet "

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for update data in google sheet "

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